Southold, NY

For more than 8 years, Shawn O’Sullivan, CFP^® has been helping clients reach their long-term goals. As a Financial Planner and Wealth Advisor at Apella, Shawn believes financial planning is the foundation upon which a successful long-term investment strategy is built. Shawn strives to provide Apella’s clients the structure, guidance, and confidence they need to navigate the complexities of investing and achieve their long-term financial goals.

In addition to being an Advisor at Apella, Shawn leads Apella’s trading team and is a member of Apella’s Investment Committee.

Previously, Shawn held several roles in operations and portfolio management before becoming a full-time financial advisor.

Shawn is a Certified Financial Planner™ (CFP^®) professional and graduated from the University of Connecticut with a degree in economics. Additionally, he completed his financial planning education and capstone through Bryant University.

As Manager of Financial Planning, Matt leads Apella’s team of paraplanners to assist financial advisors in creating thorough, comprehensive financial plans. Matt is also responsible for maintaining efficient planning processes, integrating new planning technologies into existing technology stack, and serves as a resource for advanced case consultation. Matt initially joined Apella Wealth in 2019 as a Portfolio Analyst and Paraplanner. Prior to Apella, he worked at Northwestern Mutual as a financial advisor specializing in life and disability insurance from 2017-2019.

Alexandra Coady works as a client relationship specialist for Jason Gentiles team. She is a recent graduate of Central Connecticut State University where she obtained a degree in Biochemistry. Prior to joining the Apella team in 2023, Alex was employed by RBC Wealth management. In her spare time, she enjoys spending time with friends and family, reading, and going to the beach.

As an Account Services Specialist Veky Lawrence provides support to Apella Wealth's Financial Advisors and Client Relationship Specialists. Veky has more than 20 years experience in the financial services industry from financial start-ups to Fortune 500 companies. In addition to providing product and operational support Veky fosters a passion for client success and prioritizes customers financial goals. Veky was born in Ecuador and currently resides in Wallingford, Connecticut.